401(k) · DOL Form 5500 · 2023
Anchor Real Estate of Hart, PC 401(k) Plan
Data updated 2026-08-25
- $349K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $116,413
- Avg per participant Below avg balance/head
Official DOL plan name: Anchor Real Estate Inc Retirement Plan · Sponsored by Anchor Real Estate of Hart, PC · Michigan · Real Estate
$349K in assets, 3 participants
Anchor Real Estate of Hart, PC's Anchor Real Estate Inc Retirement Plan reported $349K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,124 in Real Estate (4,727 peers)
Anchor Real Estate of Hart, PC multi-year trail
Anchor Real Estate of Hart, PC's plans moved +55.9% in assets from 2022 to 2023; this filing shows Anchor Real Estate Inc Retirement Plan at $349K / 3 participants.
- #1,124
- in Real Estate (4,727 peers)
- +55.9%
- assets growth YoY
Anchor Real Estate Inc Retirement Plan among the smaller filed plans by assets
Anchor Real Estate Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$349,239 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Anchor Real Estate Inc Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anchor Real Estate Inc Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anchor Real Estate Inc Retirement Plan reported net income rose from $46K in the plan year 2022 filing to $125K in the plan year 2023 filing.
- Anchor Real Estate Inc Retirement Plan end-of-year assets rose from $224K in the plan year 2022 filing to $349K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 262054407 · Anchor Real Estate of Hart, PC PY 2023 · 401(k)
Anchor Real Estate Inc Retirement Plan · $349K · 3 · 15th
- PART $349K
- PART 3
- PART 15th
- PART 401(k)
- PART near Pinnacle West Asset Management Inc 401(k) Plan
- PART ind #1124
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Michigan →
Anchor Real Estate Inc Retirement Plan in the asset neighbourhood
Anchor Real Estate of Hart, PC multi-year asset trail
Sponsor-wide plan assets over time
All Anchor Real Estate of Hart, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $349K 55.932543934847835% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $224K |
| 2023 | 1 | 3 | $349K |
Anchor Real Estate of Hart, PC filing trail (2023)
| Total Assets (Beginning of Year) | $224K |
|---|---|
| Net Assets (End of Year) | $349K |
| Net Income | $125K |
| Employer EIN | 262054407 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Anchor Real Estate Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Pinnacle West Asset Management Inc 401(k) Plan in WY ($349K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($349K here).
- Pinnacle West Asset Management Inc 401(k) Plan (WY) $349K · 3
- Bennion First Enterprises Inc. 401(k) Plan (ID) $349K · N/A
- Cei 401(k) Profit Sharing Plan & Trust (GA) $349K · 8
- Digital Day, Inc. 401(k) Plan (OH) $349K · 6
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.